Aleta Featured in Forbes 2025: Inside the Top Data Consolidation & Wealth Reporting Platforms

Aleta is proud to be included in the 2025 Simple Family Office Software Report, a respected industry assessment that evaluates the technologies shaping modern family-office infrastructure. Drawing on insights from more than 11,000 platform users, along with conversations, workshops, and detailed input and demos from nearly 40 vendors, it explores how family office software and technology are evolving.

The report was recently highlighted in Forbes, which spotlighted several of its findings and the leaders it identified within family office software. The report reflects expectations for solutions that deliver clean, accurate data, painless implementations and a superior user experience. These themes reflect many of the conversations we see across family offices today and align closely with where the industry is heading.

Aleta was identified in the report’s “Data Consolidation & Wealth Reporting” category, recognized for unifying multi-asset portfolios, reconciling custodial data, and delivering verified reporting for decision-making.

Why Data Consolidation & Wealth Reporting Matter

Data consolidation has become an organizational imperative. As multi-asset portfolios expand, structures grow more complex and global oversight becomes essential. Traditional, manual workflows like spreadsheets and static PDFs no longer work because manually reconciling so much complex data is too slow and error-prone.

• Simple aggregation is insufficient.

• Accuracy, reconciliation and validation are baseline expectations.

• Reporting must be timely, intelligent and decision-oriented.

• Principals and next generation family members expect mobile-first access.

• Operational teams need to reduce manual workload.

This is why the Data Consolidation & Wealth Reporting category is central to the Simple report, and why its insights matter to any family office evaluating its technology stack.

Key Insights from the Data

The report highlights key insights, which primarily focused on integration, precision, and quality of execution. While each platform contributes to the advancement of consolidation and reporting, Aleta distinguishes itself in several areas where expectations have evolved rapidly:

• Integration is the top challenge. Family offices want stable, monitored, and auditable connections, especially around private-market data.

• Accuracy is the new KPI. Data quality is crucial and buyers look for vendors that can ensure 100% accuracy.

• User experience is now paramount. Users expect intuitive design, simple configuration, and fast onboarding no matter who they are.

• AI has become infrastructure. The most useful deployments seem to sit inside reconciliation, tagging, and workflow automation.

• Implementation is the battleground. Platforms win by showing their product in action quickly. Family offices want structured onboarding, reconciliation clarity, and post-launch support baked in.

Integration

Simple’s 2025 report highlights reconciliation, especially in private markets, as the top operational bottleneck.

Not with Aleta.

Aleta is a multi-asset, multi-currency, multi-entity wealth platform that brings together public, private, and alternative assets, across entities and custodians, in one intuitive interface for forward-thinking family offices. We securely aggregate and consolidate data from 100+ custodians, private equity sources, and systems across every asset class.

Private markets are unified in a dedicated module that tracks capital calls, unfunded commitments, cash flows, IRR, and J-curve development from one consolidated view.

Our open API and extensive endpoint library make it easy to integrate portfolios, transactions, reports, and private markets data into any third-party tool. For advanced use cases, Aleta’s MCP layer connects directly to AI agents to support intelligent automation.

Accuracy

Most data systems stop at aggregation, collecting numbers from banks, private equity portals, or accounting systems. The result is a flood of raw data that still needs human correction.

Aleta doesn’t stop there. Our white-glove data operations reconcile and unify data across custodians, systems, and asset classes. Unstructured data is transformed into structured, reliable inputs, and rigorous quality controls ensure exceptional data accuracy which makes the Aleta wealth platform the most reliable source of truth for reporting and analysis for family offices.

User Experience

User experience is where Aleta really stands out. Younger principals and stakeholders expect technology that is fast, intuitive and mobile. Aleta is a mobile-first platform, ensuring full functionality across devices without compromise. Its award-winning interface has been recognized for its intuitive design and reporting excellence.

Aleta’s secure, mobile-native app lets family offices and their principals connect to portfolio insights anytime, using a modern interface with fast navigation and zero clutter.

AI

As one vendor told Simple: “The best AI is invisible. It’s doing the work without needing a relationship.” This invisible intelligence – embedded, reliable, and explainable – is what separates gimmicks from governance-ready infrastructure.

Embedded throughout the platform and powered by unparalleled data accuracy, Aleta's AI makes you work faster and smarter. It automatically adds tags, seamlessly ingests documents, and automates your workflows. Our MCP layer even lets you connect your own AI agents directly to Aleta.

Implementation

Implementation should be painless. Aleta delivers white-glove implementation mapped to each family office’s structure with expert setup and data normalization. Using the platform is intuitive, so there is zero learning curve. Aleta even provides 1:1 onboarding programs to help family offices build custom dashboards.

Simple’s findings highlight that onboarding clarity is now a key trust metric. Offices increasingly treat it as a litmus test for vendor maturity, and Aleta’s structured onboarding is designed to meet that standard.

Aleta’s Role in a Rapidly Evolving Industry

This report reflects a broad truth: the bar for family-office technology is rising and platforms must now deliver accuracy, speed, and usability as core functions.

Aleta is built for this reality.

It addresses the complexity of modern portfolios, supports the operational backbone of family offices and offers an intuitive experience for principals and next-generation users.

For families, advisors and operators seeking a future-ready approach to data consolidation and wealth reporting, Aleta stands as a strong, credible and thoughtfully designed solution.